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W.R. Berkley
WRB

Overview Fund Activity

503 hedge funds and large institutions have $9.35B invested in W.R. Berkley in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 165 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
65
Increased
165
Reduced
181
Closed
58
Calls
$4.77M
Puts
$3.1M
Net Calls
+$1.67M
Net Calls Change
+$3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$150M
2
Capital World Investors
Capital World Investors
California
$90.7M
3
CVA
Ceredex Value Advisors
Florida
$52.7M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$43.8M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$296M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$377M
2
Millennium Management
Millennium Management
New York
$10.2M
3
ACM
Atlanta Capital Management
Georgia
$718M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$6.99M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
476
Nisa Investment Advisors
Missouri
$5.47K – – –
RG
477
Retirement Group
California
$5K -$2.55K -76 -34%
PFBT
478
Parkside Financial Bank & Trust
Missouri
$5K -$63 -2 -1%
EARNEST Partners
479
EARNEST Partners
Georgia
$5K – – –
WWM
480
Wolff Wiese Magana
California
$4K – – –
EWA
481
Evolution Wealth Advisors
Florida
$4K – – –
PAI
482
Pittenger & Anderson Inc
Nebraska
$4K +$743 +21 +23%
TJHA
483
Thomas J. Herzfeld Advisors
Florida
$4K +$4K +110 New
WCM
484
Wealthcare Capital Management
Virginia
$4K +$4K +126 New
AIG
485
American International Group
New York
$3.25K -$116 -3,474 -3%
BCWM
486
Bartlett & Co Wealth Management
Ohio
$3.01K +$3.01K +90 New
AssetMark Inc
487
AssetMark Inc
California
$3K -$402 -13 -12%
CFFP
488
Center for Financial Planning
Michigan
$3K – – –
ACM
489
AUA Capital Management
Pennsylvania
$3K – – –
BC
490
Bartlett & Co
Ohio
$3K +$3K +90 New
AIM
491
Anchor Investment Management
South Carolina
$2.71K – – –
CCM
492
Copeland Capital Management
Pennsylvania
$2K – – –
FHC
493
First Horizon Corporation
Tennessee
$2K – – –
TCM
494
Tradewinds Capital Management
Washington
$2K – – –
LC
495
Lindbrook Capital
California
$2K – – –
MWA
496
Moser Wealth Advisors
Washington
$2K +$2K +54 New
Fidelity International
497
Fidelity International
Bermuda
$1K – – –
CMBA
498
C.M. Bidwell & Associates
Hawaii
$1K – – –
GWS
499
Glassman Wealth Services
Virginia
$1K +$289 +11 +41%
EFSCE
500
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +27 New
18 19
20
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